GE: Surfeit of Synergy
Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class
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Longreads + Open Thread
Become a member to gain access →Nuclear, TikTok, Science, Berkowitz, Housing
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What Happened in Texas
Read this article →Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
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Disney's Pivot
Unlock Premium to read this post →Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement
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Why A "Commodity Supercycle" is Unlikely
Unlock Premium to read this post →Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
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The Indelible Stamp of a Lowly Origin
Become a member to gain access →Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
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Three Bull Cases for Starlink
Read this article →Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
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Cricut and Hardware Economics
Unlock Premium to read this post →Plus! The Asset-Light Theory of Human Civilization; Dark Patterns; Maturity Transformation at the Met; Amazon's Regulatory Arbitrage; Leaving Google; Supermicro, Again
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Why Did One Internet Subculture Spot Covid-19 So Early?
Read this article →Plus! Deep Freeze
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Longreads + Open Thread
Become a member to gain access →Coinbase, Big Short, Amazon, Canva, Influencers, Emerging Markets, The Valley, Growth
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An Airline IPO? In This Economy?
Read this article →Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
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Oscar: Upstart Economics, Incumbent Risks
Unlock Premium to read this post →Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines